CRD: 149076
Halcyon Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Beacon beacon
- Established Date
- 12-01-2008
- Office Locations
- 1
Office Locations
About Halcyon Wealth Management, LLC
Halcyon Wealth Management, LLC is a Boulder, CO RIA providing personalized financial planning and ongoing advice for working professionals, small business owners, and individuals approaching retirement. Services include retirement planning, goal and cash-flow planning, risk and debt management, and estate strategy. Portfolios commonly use ETFs, with custody relationships including Charles Schwab and Fidelity/NFS.
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Owner & Executives
CORIE ELIZABETH NICOLAY
--
- CRD
- --
- Ownership
- 75% or more
MARC EDWARD NICOLAY
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Partner, President
- CRD
- #3043427
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,578,428 | -- |
| Non-Discretionary | $17,310,356 | -- |
| Total | $88,888,784 | -- |
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Separately Managed Accounts
Total SMA Asset: $88,888,784
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,140,077,136 | 21.1% |
| Cash | $1,042,819,370 | 19.3% |
| Public Funds | $826,691,003 | 15.3% |
| U.S. Government/Agency | $859,110,259 | 15.9% |
| Other | $1,123,867,508 | 20.8% |
| Municipal Bonds | $410,643,897 | 7.6% |
| Total | $5,403,209,173 | 100.0% |